Patricio Minondo
San Luis Potosi
Summary
Experienced Professional with background overseeing work processes and addressing areas needing improvement. Proven ability to identify inefficiencies and resolve issues to improve team performance. Strong mathematical, analytical, and critical thinking skills. Ambitious self-starter willing to take on challenges and learn new things.
Overview
6
6
years of professional experience
Work History
Tax Associate
Vialto Partners
2023.01 - Current
- Leveraged specialized software tools to optimize data organization and analysis throughout the entire taxation process.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Look at tax situations from various angles to ensure the maximum tax benefit is applied.
Credit and Collections Analyst
Oracle
2022.02 - 2023.01
- Assist in the collection, management, and resolution of outstanding invoices from past due accounts.
- Work with the departmental managers to eliminate root cause of overpayment.
- Manage portfolio of accounts including delinquency, write-offs, credit memos and additional interest.
- Conduct pre-sales credit risk evaluation, prepares recommendations, and makes credit approvals
decisions to new accounts
Financial Assistant
Habi Homes
2021.07 - 2022.02
- Orchestrated financial calculations for company expenses, balance sheets, and income statements.
- Increased revenue by assisting with operations management, sales and marketing efforts.
- Assessed expansion plans and presented costs to forecast trends and recommend changes.
- Created robust, diversified financial portfolios for clients.
Financial Analyst
Mexcentrix
2018.05 - 2021.07
- Solved financial problems with use of diverse analytical and modeling techniques
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability
and expense forecasts. - Identified risks associated with projects, contract approvals and other client accounting issues.
- Assisted companies with choosing and timing investments for optimal results.
Education
BBA - Management
University of Texas At San Antonio
San Antonio, Texas05.2021
Skills
- Financial Reporting
- Balance Sheets
- International Taxation
- MS Excel
- Tableau
- SQL
- SAP
- Customer Relations
- Tax Return Preparation
- General Ledger Accounting
- Portfolio Management
- Due diligence
Accomplishments
- Provided tax and credit services to companies inside the S&P 500
- Delivered over one hundred tax returns during busy season
- Exceeded quarterly productivity objectives numerous times.
- Lowered company costs by 20% through accurate financial modeling, budgeting and process improvement.
- Worked with EMEA and APAC to deliver customer satisfaction
Languages
Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Timeline
Tax Associate
Vialto Partners
2023.01 - Current
Credit and Collections Analyst
Oracle
2022.02 - 2023.01
Financial Assistant
Habi Homes
2021.07 - 2022.02
Financial Analyst
Mexcentrix
2018.05 - 2021.07
BBA - Management
University of Texas At San Antonio
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